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Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan- Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Index Funds
High
₹19.27
Current NAV
27 Jun 2025
29.5%
1Y Return
12.5%
3Y CAGR
19.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.35).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.15%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.85
Sharpe Ratio
1.35
Beta
4.35
Alpha
0.98
Sortino
Fund Details
Fund House Sundaram
Category Index Funds
AUM ₹3900 Cr
Expense Ratio 2.15%
Min SIP ₹500
Min Lumpsum ₹1000
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